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Bridgewater Associates’s Simply Good Foods SMPL Stock Holding History

Bridgewater Associates’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
110,216
+10,020
+10% +$173K 0.01% 703
2025
Q4 		$2.01M Sell
100,196
-66,285
-40% -$1.38M 0.01% 766
2025
Q3 		$4.13M Buy
+166,481
New +$4.92M 0.02% 532
2025
Q2 		– Sell
-6,927
Closed -$239K – 713
2025
Q1 		$239K Sell
6,927
-9,728
-58% -$352K ﹤0.01% 630
2024
Q4 		$649K Sell
16,655
-10,078
-38% -$369K ﹤0.01% 552
2024
Q3 		$930K Sell
26,733
-102,475
-79% -$3.47M 0.01% 611
2024
Q2 		$4.67M Sell
129,208
-11,352
-8% -$406K 0.02% 371
2024
Q1 		$4.78M Sell
140,560
-19,403
-12% -$715K 0.02% 381
2023
Q4 		$6.33M Sell
159,963
-16,279
-9% -$608K 0.04% 332
2023
Q3 		$6.08M Buy
176,242
+8,469
+5% +$305K 0.04% 320
2023
Q2 		$6.14M Sell
167,773
-24,719
-13% -$909K 0.04% 270
2023
Q1 		$7.66M Sell
192,492
-4,478
-2% -$165K 0.05% 244
2022
Q4 		$7.49M Sell
196,970
-31,581
-14% -$1.17M 0.04% 288
2022
Q3 		$7.31M Sell
228,551
-7,472
-3% -$245K 0.04% 310
2022
Q2 		$8.91M Buy
236,023
+22,232
+10% +$881K 0.04% 358
2022
Q1 		$8.11M Buy
213,791
+41,210
+24% +$1.54M 0.03% 340
2021
Q4 		$7.17M Buy
172,581
+4,288
+3% +$164K 0.04% 236
2021
Q3 		$5.8M Sell
168,293
-5,211
-3% -$187K 0.03% 272
2021
Q2 		$6.33M Buy
+173,504
New +$5.93M 0.04% 283

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgewater Associates's SMPL Position: Q1 2026 in Review

Bridgewater Associates increased its Simply Good Foods (SMPL) stake by 10% in Q1 2026, buying an estimated $173K and bringing the position to 110,216 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #703.

Bridgewater Associates first reported a position in SMPL in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.91M in Q2 2022. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Bridgewater Associates held 110,216 shares of Simply Good Foods worth $1.58M as of Q1 2026.
  • Bridgewater Associates bought 10,020 Simply Good Foods shares in Q1 2026, an estimated $173K.
  • Simply Good Foods made up 0.01% of Bridgewater Associates's portfolio in Q1 2026, its #703 holding.
  • Bridgewater Associates first reported a position in Simply Good Foods in Q2 2021 and has held it in 19 quarters since.
  • Bridgewater Associates's Simply Good Foods position peaked at $8.91M in Q2 2022.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.